White Energy Company Limited · ASX:WEC
White Energy — Investor Presentation (June 2013)
27 slides from White Energy's investor presentation, June 2013
Slide 1: Company Presentation June 2013
Company Presentation June 2013
Slide 2: Forward Looking Statements
Forward Looking Statements Except for the historical information contained herein, the matters discussed in this presentation contain forward- looking statements, including statements, containing the words “planned”, “expects”, “believes”, “strategy”, “opportunity”, “anticipates”, and similar words.
Slide 3: Contents
Contents Company Overview Upgrading Coal Fines using BCB Technology Upgrading Sub-Bituminous Coal using BCB Technology Research & Development - Cessnock Demonstration Plant South Australian Coal Limited Page 33
Slide 4: White Energy
White Energy A diversified coal company listed on the ASX with significant global growth prospects White Energy is the exclusive worldwide licensee of a patented technology which upgrades high moisture low value sub- bituminous and lignite coals through a low cost process of dehydration and compac
Slide 5: Platform for Growth
Platform for Growth White Energy is organised around two distinct – but related – business divisions Coal Technology Coal Mining Briquette Bituminous Upgrade South Australian Other mining Coal Fines Sub-bituminous coal Coal assets (thermal, coking) South North Other Australia Indonesia North America
Slide 6: Target Milestones for the Year Ahead
Target Milestones for the Year Ahead The Company has identified a number of key areas of focus for Calendar Year 2013 Africa Australia United States Indonesia China Key • Black River • Lake Phillipson • Buckskin • TBA • In commercial Partners / • Peabody Energy discussions Projects CY2013 • Enter in
Slide 7: Board and Management
Board and Management A highly regarded board and management team with an industry wide reputation for delivery and execution of major coal projects Travers Duncan Brian Flannery Graham Cubbin Chairman Managing Director and CEO Non-executive Director Hans Mende John Kinghorn Vincent O’Rourke Non-exec
Slide 8: White Energy's Coal Upgrading Technology
White Energy’s Coal Upgrading Technology The BCB technology has been developed over 20 years, by a consortia led Exhaust by the CSIRO Five Production Stages 1. Coal preparation Seperating Cyclone 2. Coal drying Bag House 3. Solids separation 4. Briquetting Dried Coal & Dust 5. Cooling / conditioning
Slide 9: Contents
Contents Company Overview Upgrading Coal Fines using BCB Technology Upgrading Sub-Bituminous Coal using BCB Technology Research & Development - Cessnock Demonstration Plant South Australian Coal Limited Page 99
Slide 10: Coal Fines - A Major Environmental Liability
Coal Fines - A Major Environmental Liability Coal fines represent a major environmental liability for coal producers and also carry a significant ongoing maintenance cost Billions of tonnes of coal fines are stored in slurry ponds around the world New arising fines continue to be generated at co
Slide 11: Application of the BCB Technology to Coal Fines
Application of the BCB Technology to Coal Fines White Energy is able to leverage its patented and scalable technologies to beneficiate coal fines and create a high-valued saleable product that can enhance a mine’s revenues and significantly reduce its overall costs Collect the waste & Dewater and cl
Slide 12: The Coal Fines Opportunity for White Energy
The Coal Fines Opportunity for White Energy White Energy has identified a number of commercial opportunities associated with the deployment of the BCB technology to the briquetting of coal fines South Africa currently represents White Energy’s most significant short-term opportunity for the recove
Slide 13: The Coal Fines Opportunity for White Energy (cont)
The Coal Fines Opportunity for White Energy (cont) White Energy’s unique BCB technology sets it apart from other competitors in South Africa who are currently active in the coal fines upgrading space The BCB technology produces an upgraded coal briquette without the need to use a binding agent, wh
Slide 14: The Coal Fines Beneficiation and Upgrading Process
The Coal Fines Beneficiation and Upgrading Process 2 - Reclaiming the coal fines from ponds 1 - A coal fines slurry pond 5 - Upgraded coal fines briquettes 3 - Beneficiation/screening phase 4 - BCB Briquetting phase Page14 14
Slide 15: Contents
Contents Company Overview Upgrading Coal Fines using BCB Technology Upgrading Sub-Bituminous Coal using BCB Technology Research & Development - Cessnock Demonstration Plant South Australian Coal Limited Page15 15
Slide 16: The Need for Cleaner Coal
The Need for Cleaner Coal A major portion of remaining world coal reserves are low rank. The current and future dependence on coal will require technologies that can reduce emissions and mitigate the negative effects of coal use Global coal deposits by location and type, Total Coal Reserves % of Low
Slide 17: Value Proposition – Upgrading Sub Bituminous Coals
Value Proposition – Upgrading Sub Bituminous Coals White Energy’s commercial proposition is simple – access low cost / low rank coals and upgrade the coal to more valuable and higher energy briquettes Product Upgrade Historical Price Arbitrage Historical Indonesian Coal Prices (US$/ton) 2008 - 2013
Slide 18: Opportunity: Briquetting Sub-Bituminous Coals
Opportunity: Briquetting Sub-Bituminous Coals White Energy upgraded coal results in improved energy content, lower emissions and enhanced transportation efficiencies when compared to lower rank feedstock coals Benefits of White Energy upgraded coal compared to typical Sub-Bituminous feedstock coal H
Slide 19: White Energy Upgraded Coal vs Sub-Bituminous Coal
White Energy Upgraded Coal vs Sub-Bituminous Coal Significantly, the White Energy process leads to lower emissions during transportation and at the point of combustion % Difference in Pollutants Emitted by White Net % Reduction in Actual Reduction in Energy Upgraded Coal versus PRB Coal Pollutants1
Slide 20: White Energy Upgraded Coal vs Bituminous Coal
White Energy Upgraded Coal vs Bituminous Coal Upgraded sub-bituminous coal has an improved pollution profile as it maintains the positive environmental attributes of the feedstock coal Superior environmental performance as compared to typical Australian bituminous coal Significant reduction in SOx a
Slide 21: Contents
Contents Company Overview Upgrading Coal Fines using BCB Technology Upgrading Sub-Bituminous Coal using BCB Technology Research & Development - Cessnock Demonstration Plant South Australian Coal Limited Page21 21
Slide 22: Research & Development - Cessnock
Research & Development - Cessnock The Cessnock Production Plant continues to provide a ‘centre of excellence’, used to test coal samples sourced from coal producers around the world During the six months ending 31 December 2012, the White Energy technical team completed the bulk of the modificatio
Slide 23: Research & Development – Cessnock (continued)
Research & Development – Cessnock (continued) Momentum at the Cessnock Demonstration Plant continues to be maintained Demonstration Plant, Cessnock – stockpiled briquettes produced from bituminous coal fines Page23 23
Slide 24: Contents
Contents Company Overview Upgrading Coal Fines using BCB Technology Upgrading Sub-Bituminous Coal using BCB Technology Research & Development - Cessnock Demonstration Plant South Australian Coal Limited Page24 24
Slide 25: South Australian Coal Limited – EL4534
South Australian Coal Limited – EL4534 Following completion of the drilling program at EL4534, mine planning is currently underway in respect of two selected mine sites within the deposit Page25 25
Slide 26: Potential Uses of the Lake Phillipson Deposit
Potential Uses of the Lake Phillipson Deposit Lake Phillipson Coal Deposit Gawler Craton Sell high moisture Upgrade coal via Identify new coal Develop minerals coal domestically BCB Technology technologies and base metals South Australia needs The high moisture As an owner of a coal Olympic
Slide 27: Maritime Trade Towers, Sydney
Maritime Trade Towers Level 20, 201 Kent Street Sydney, NSW 2000 Telephone: +61 2 9959 0000 Facsimile: + 61 2 9959 0099 Email: [email protected] ABN 62 071 527 083
White Energy Company — Investor Presentation (June 2013) on 6ix